Stock Market Risks in the Spotlight

By Mark Fissel
Posted on July 29th, 2021

During March 2021, the widening availability of COVID-19 vaccinations, signs of improving economic conditions, and a third, $1.9 trillion stimulus package brought about more optimistic […]

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July 2021

By Mark Fissel
Posted on July 16th, 2021

Monthly Market Recap June saw a continuation of the global economic rebound scattered with supply chain constraints and inflationary pressures that has characterized 2021, with […]

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June 2021

By Mark Fissel
Posted on July 16th, 2021

Monthly Market Recap General market trends continued to hold in May as data pointed to a strong economy, with the US Purchasing Managers’ Indices for […]

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June 2021 Market Recap

By Mark Fissel
Posted on July 7th, 2021

By Clint Edgington, CFA June saw a continuation of the global economic rebound scattered with supply chain constraints and inflationary pressures that has characterized 2021, […]

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Should you take advantage of a Roth 401(k)?

By Anne Zavaglia
Posted on July 7th, 2021

If you have a 401(k) or other workplace retirement plan that offers a Roth option, you should consider taking advantage of it. Unlike pre-tax deferrals, […]

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Life Insurance Beneficiary Mistakes to Avoid

By Mark Fissel
Posted on July 7th, 2021

Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy’s beneficiaries […]

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Don’t Let Debt Derail Your Retirement

By Mark Fissel
Posted on July 7th, 2021

Debt poses a growing threat to the financial security of many Americans — and not just college graduates with exorbitant student loans. Recent studies by […]

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May 2021 Market Recap

By Clint Edgington
Posted on June 8th, 2021

General market trends continued to hold in May as data pointed to a strong economy, with the US Purchasing Managers’ Indices for both manufacturing and […]

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New Legislation to Increase Retirement Saving

By Anne Zavaglia
Posted on June 7th, 2021

Retirement saving continues to be a pressing issue for most Americans, as many reach retirement age with little to no savings. The SECURE Act, which […]

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Three Reasons to Keep Your Personal and Business Finances Separate

By Mark Fissel
Posted on June 1st, 2021

If you are launching a new venture, you may wonder whether it’s necessary to open a dedicated bank account for your business. Even if your […]

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